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LMRNX vs RLBEX
LMRNX vs RLBEX Comparison
Open Charts LMRNX vs RLBEX
1919 Socially Responsive Balanced I
Price$33.84
Change-$0.15 (-0.44%)
VolumeN/A
Net Assets927.62M
American Funds American Balanced R4
Price$38.33
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
LMRNX vs RLBEX Comparison Chart in %
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LMRNX vs. RLBEX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMRNX is a Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. LMRNX (928M). RLBEX pays higher dividends than LMRNX: RLBEX (1.87) vs LMRNX (1.02). LMRNX was incepted earlier than RLBEX: LMRNX (18 years) vs RLBEX (24 years). LMRNX (0.70) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. LMRNX (12.00). RLBEX has a lower initial minimum investment than LMRNX: RLBEX (250) vs LMRNX (1000000). RLBEX annual gain was more profitable for investors over the last year : 11.32 vs. LMRNX (7.30). LMRNX return over 5 years is better than : 38.75 vs. RLBEX (35.56).
| LMRNX | RLBEX | LMRNX / RLBEX | |
| Total Expense Ratio | 0.70 | 0.59 | 119% |
| Annual Report Gross Expense Ratio | 0.70 | 0.59 | 119% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -1.024 | 2.459 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 928M | 270B | 0% |
| Annual Yield % from dividends | 1.02 | 1.87 | 55% |
| Returns for 1 year | 7.30 | 11.32 | 64% |
| Returns for 3 years | 41.40 | 36.71 | 113% |
| Returns for 5 years | 38.75 | 35.56 | 109% |
| Returns for 10 years | 129.68 | 90.55 | 143% |
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